Access
Choose what a Team Lead can see and do
Start with operational visibility, then add review or financial Permissions only when the Team Lead needs them.
Begin with the minimum
Every Team Lead for the team can see who is currently working. That is a valid Team Lead setup by itself.
Add only what the role needs
Depending on the Company’s access configuration, you can add abilities such as reviewing time, approving Timesheets, reviewing expenses, or seeing invoices. Save the choices for each Contractor.
Financial choices are explicit
Compensation, rates, invoices, amounts owed, expenses, and payment information can be sensitive. Team leadership does not turn them on automatically.
Managed elsewhere
If a choice is disabled and says it is managed in Access or Advanced access, change it in the named location. Do not create overlapping access merely to make the checkbox editable.